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Edge Capital Group, LLC

SEC CIK
0001767220
Latest filing
Feb 4, 2025

SO holding history

Southern Co in every 13F filed by Edge Capital Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q4 2024 holdings

Shares (Q4 2024)
18
Value
$763.2K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of SO by Edge Capital Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202418$763.2K<0.1%−9,107−99.8%ReducedHolders
Q3 20249,125$822.9K<0.1%00.0%UnchangedHolders
Q2 20249,125$707.8K<0.1%+1,286+16.4%AddedHolders
Q1 20247,839$562.4K<0.1%−944−10.7%ReducedHolders
Q4 20238,783$615.9K<0.1%−3,461−28.3%ReducedHolders
Q3 202312,244$792.4K0.1%−94,330−88.5%ReducedHolders
Q2 2023106,574$7.49M0.4%−12,600−10.6%ReducedHolders
Q1 2023119,174$8.29M0.5%+110,876+1,336.2%AddedHolders
Q4 20228,298$592.5K<0.1%−874−9.5%ReducedHolders
Q3 20229,172$624.0K0.1%−88,010−90.6%ReducedHolders
Q2 202297,182$12.4M1.2%+88,157+976.8%AddedHolders
Q1 20229,025$654.0K<0.1%−890−9.0%ReducedHolders
Q4 20219,915$680.0K<0.1%+971+10.9%AddedHolders
Q3 20218,944$554.0K<0.1%+37+0.4%AddedHolders
Q2 20218,907$539.0K<0.1%−861−8.8%ReducedHolders
Q1 20219,768$607.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.